-0.5%
JOBY vs FN
+101.0%
-101.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +11.7% | +0.2% | +8.1% |
| 7D | +21.0% | 0.0% | +21.1% | +19.5% |
| 30D | +3.1% | -34.3% | +37.4% | +16.7% |
| 3M | -27.9% | -39.9% | +11.9% | -17.6% |
| 6M | -43.6% | -51.8% | +8.2% | -31.5% |
| YTD | -55.1% | -28.1% | -26.9% | -54.0% |
| 1Y | -58.6% | -29.1% | -29.5% | -57.5% |
| 3Y | -0.5% | +102.4% | -102.9% | -42.6% |
| All | -0.5% | +101.0% | -101.5% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling